Welcome

Welcome

As Morgan Stanley Private Wealth Advisors, we combine our own talents and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investing needs of ultra high net worth families, their businesses and philanthropic enterprises. We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come.

We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.

About PWM

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:

Manage investments with an unwavering focus on your financial strategy and personal goals

Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy

Simplify financial complexity to help you achieve clarity and control

Private Wealth Management Highlights

Approximately 250 teams1 specialized in assisting individuals and families with $20MM+ in investable assets

Over $300 billion in AUM2

Comprising over 20% of the Barron’s Top 100 Financial Advisors list for 20163

Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families

Our strength and synergies across each of these businesses not only contributes to the economic vitality and stability of the firm, but also expands the vast resources, expertise and global insight that we can offer you.

Morgan Stanley Franchise Power

$2.1tn in client assets under management1

Morgan Stanley reported revenues of $9Bn1

Nearly 56,000 global employees1

Global footprint includes 1,200 offices in 31 countries on six continents1

Tier 1 risk-based capital Ratio under U.S. Basel III was approximately 19%1

Approach

Approach

Discovery Process Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs. Formulation of Tax, Trust and Estate StrategyWorking with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.

Integration of Tactical Asset AllocationShort-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.

Implementation of a Customized Wealth StrategyAfter comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.

Ongoing AssessmentIn coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Location

Location

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Meet the Professionals

Michael J O'Neill

Managing Director, Private Wealth Advisor

About Me

Michael is a Managing Director, Wealth Management with Morgan Stanley’s Private Wealth Management division. He has been with Morgan Stanley since 1983. Michael has been nationally recognized by Forbes in 2018 on their Best-in-State Advisors list, by Barron’s Top 1000 Advisors 2009-2013 and Top 1200 2014- 2018, by the Financial Times on their Top 400 Advisors list in 2014 and 2017 and as one of the Washington DC area Top Money Advisors by Washingtonian Magazine in 2012, 2014 and 2016.

He has served on Morgan Stanley’s Private Wealth Advisor Council and as a Trustee or Director with several Washington, DC based non-profit organizations.

Professional Details: 35 Years with Morgan Stanley University of Delaware, B.A.

Kevin D Nee

First Vice President, Private Wealth Advisor

About Me

Kevin is a First Vice President, Private Wealth Advisor with Morgan Stanley’s Private Wealth Management division. He has been with Morgan Stanley since 2006. Kevin has been nationally recognized by Forbes in 2017 and 2018 as a Top Next-Generation Wealth Advisor. According to Forbes, the list includes 1,000 young, talented advisors who represent the future of the wealth management industry. Prior to joining Private Wealth Management, Kevin worked as part of the Morgan Stanley Washington D.C. management team as a Compliance and Risk Officer. Kevin lives in Northern Virginia with his wife and two children. He is an active supporter and member of the Cornell Lacrosse Alumni Association and enjoys coaching youth players in the area.

Professional Details and Designations: 12 Years with Morgan Stanley Cornell University, B.S. University of Maryland, M.B.A.

Cathie Landon

Group Director, Vice President

About Me

Cathie Landon is a Vice President, Group Director with over 33 years of industry experience. She joined Morgan Stanley in 1989 and served on the National Service Advisory Council from 2012 to 2014. Cathie manages the operational and client service functions for the team. She resides in Rosslyn, Virginia with her husband and enjoys traveling and tennis.

Professional Details and Designations:28 Years with Morgan StanleyAttended Ohio Wesleyan University

Michael P. Hill

Senior Registered Associate

About Me

Michael Hill is a Senior Registered Associate with Morgan Stanley’s Private Wealth Management Division. He has been with Morgan Stanley since 2010. Michael currently resides in Rockville, MD with his wife Rosa and son Michael Jr.

Professional Details and Designations: 7 Years with Morgan Stanley West Virginia University, B.A.

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The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

See the Financial Advisors Biographies for Registration and Licensing information.

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.